VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,826,930 | -3.6% | 187,014 | 0.0% | 1.80% | +11.5% |
| Q2 2023 | $30,932,186 | +6.6% | 187,014 | +2.4% | 1.62% | +0.7% |
| Q1 2023 | $29,004,976 | -44.0% | 182,697 | -44.0% | 1.61% | +14.8% |
| Q4 2022 | $51,837,151 | +47.2% | 326,430 | +32.9% | 1.40% | +51.5% |
| Q3 2022 | $35,212,000 | -4.3% | 245,551 | 0.0% | 0.92% | +6.3% |
| Q2 2022 | $36,788,000 | -14.9% | 245,551 | -0.0% | 0.87% | -2.4% |
| Q1 2022 | $43,221,000 | +35.4% | 245,657 | +37.6% | 0.89% | +41.0% |
| Q4 2021 | $31,922,000 | – | 178,482 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,428,976 | $255,570,000 | 24.79% |
| Mokosak Advisory Group, LLC | 248,745 | $44,482,000 | 17.06% |
| TrueWealth Financial Partners | 63,776 | $11,406,000 | 11.15% |
| Titan Capital Management, LLC /TX | 59,009 | $10,554,000 | 9.44% |
| Bishop & Co Investment Management, LLC | 125,118 | $22,377,000 | 9.25% |
| BHK Investment Advisors, LLC | 128,961 | $23,065,000 | 9.10% |
| Family CFO Inc | 51,187 | $9,155,000 | 8.84% |
| Center for Financial Planning, Inc. | 230,096 | $41,153,000 | 8.43% |
| ASPIRIANT, LLC | 856,412 | $153,157,000 | 8.19% |
| Merriman Wealth Management, LLC | 1,150,291 | $202,529,000 | 7.99% |